i Copyright © 2007, Oracle. All rights reserved. Module i: Siebel 8.0 Essentials Training Siebel 8.0 Essentials

2 of 18 Copyright © 2007, Oracle. All rights reserved. Module Agenda This module provides an introduction to the:  Instructor and class participants  Training site information  Course: Audience Prerequisites Goal Objectives Methodology Materials Agenda

3 of 18 Copyright © 2007, Oracle. All rights reserved. Instructor and Class Participants Who are you?  Name  Company  Role What is your prior experience?  Siebel Applications  Relational database How do you expect to benefit from this course?

4 of 18 Copyright © 2007, Oracle. All rights reserved. Training Site Information Bathrooms Telephones Fire Exits Class duration and breaks Meals and refreshments Questions?

5 of 18 Copyright © 2007, Oracle. All rights reserved. Course Audience This course is designed for implementation teams  Application developers  System architects and configurators  Database administrators  Systems administrators

6 of 18 Copyright © 2007, Oracle. All rights reserved. Course Prerequisites Basic Windows or NT navigation and file-management skills Understanding of basic relational database concepts Familiarity with application development Familiarity with Web-based and client/server applications

7 of 18 Copyright © 2007, Oracle. All rights reserved. Course Goal To enable participants to identify and perform tasks required for an initial Siebel 8 Application deployment

8 of 18 Copyright © 2007, Oracle. All rights reserved. Course Objectives Navigate the Siebel application user interface Secure access to Siebel applications and data Define your company structure Describe the Siebel application architecture Describe the steps required to install Siebel application software to set up your enterprise Configure a Siebel application Automate business rules in your Siebel application Populate and migrate data into the Siebel database Migrate data between environments

9 of 18 Copyright © 2007, Oracle. All rights reserved. Course Methodology Subject matter is delivered via:  Lecture and slide presentations  Software demonstrations  Class discussions  Hands-on labs

10 of 18 Copyright © 2007, Oracle. All rights reserved. Course Materials Student Guide  All slides presented during lecture  Notes that point to Siebel Bookshelf references Lab Guide  Hands-on lab exercises and solutions

11 of 18 Copyright © 2007, Oracle. All rights reserved. Overview of Course Flow 4. Access Control and Organization Setup 2. Physical Architecture and Management 3. Installation and Security 5. Siebel Application Architecture 7. Siebel Workflow 8. Configuring Business Logic 9. Data Loads 1. Using Siebel CRM 6. Application Configuration 10. Application Deployment

12 of 18 Copyright © 2007, Oracle. All rights reserved. Course Agenda Using Siebel CRM  1: Introducing Siebel Applications  2: Using the Siebel Web Client  3: Working with Siebel Data Physical Architecture and Management  4: The Siebel Web Architecture  5: Siebel Client Types  6: Server Components and Parameters  7: Server Management Installation and Security  8: Securing Access to the Application  9: Installing Siebel Applications

13 of 18 Copyright © 2007, Oracle. All rights reserved. Course Agenda Continued Access Control and Organization Setup  10: Responsibilities and Views  11: Users, Positions, and Organizations  12: Controlling Access to Customer Data  13: Catalogs and Master Data Siebel Application Architecture  14: Siebel Application Architecture  15: Using Siebel Tools to Examine Object Definitions  16: The Siebel Data Model  17: Siebel Business Components  18: Siebel Party Business Components  19: Siebel Business Objects  20: Configuration Strategy  21: The Configuration Process

14 of 18 Copyright © 2007, Oracle. All rights reserved. Course Agenda Continued Application Configuration  22: Managing Object Definitions  23: Editing and Compiling Object Definitions  24: UI Layer Configuration: Web Templates  25: UI Layer Configuration: Applets  26: UI Layer Configuration: Applications, Screens, and Views  27: UI Layer Configuration: Drilldowns  28: Business Layer Configuration: Joins  29: Business Layer Configuration: Existing Business Components and Fields  30: Business Layer Configuration: New Business Components and Fields  31: Business Layer Configuration: Picklists  32: Configuring Multi-Value Groups  33: Data Layer Configuration

15 of 18 Copyright © 2007, Oracle. All rights reserved. Course Agenda Continued Siebel Workflow  34: Siebel Business Services  35: Building Siebel Workflow Processes  36: Testing and Deploying Workflow Processes  37: Executing Workflow Processes  38: Using Workflow Policies Configuring Business Logic  39: Siebel Task UI  40: Task UI: Creating a Task  41: Transient Business Components and Branching  42: Siebel Business Rules  43: Creating Business Rules  44: Introducing Siebel Assignment Manager  45: Creating Assignment Rules  46: Tailoring Assignment Manager Behavior

16 of 18 Copyright © 2007, Oracle. All rights reserved. Course Agenda Continued Configuring Business Logic (Continued)  47: Invoking Siebel Assignment Manager  48: State Models Data Loads  49: Introducing Enterprise Integration Manager  50: Creating Data Maps  51: Running Enterprise Integration Manager Application Deployment  52: Introducing Application Deployment Manager  53: Deploying Application Customizations

17 of 18 Copyright © 2007, Oracle. All rights reserved. School Agenda Day 1Day 2Day 3Day 4Day 5 Introduction Using Siebel CRM Physical Architecture & Mgmt Installation & Security Access Control & Org Setup Application Architecture Application Architecture (Con’t) Application Configuration Day 6Day 7Day 8Day 9 Application Configuration (Con’t) Workflow Configuring Business Logic Data Loads Application Deployment Accenture Testing Methodology Siebel Resources Final Words

18 of 18 Copyright © 2007, Oracle. All rights reserved. Summary This module provides an introduction to the:  Instructor and class participants  Training site information  Course: Audience Prerequisites Goal Objectives Methodology Materials Agenda